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Salesforce (Legacy) + Workbooks CRM Integrations

How to connect Salesforce (Legacy) + Workbooks CRM

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Supported triggers and actions

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How Salesforce (Legacy) + Workbooks CRM Integrations Work

  1. Step 1: Authenticate Salesforce (Legacy) and Workbooks CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

Salesforce (Legacy) Tutorials

About Salesforce (Legacy)

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn More

Related categories

  • CRM (Customer Relationship Management)

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About Workbooks CRM

Workbooks CRM is specifically designed for mid-sized and growing companies. Run marketing campaigns, capture leads, create quotations, manage a sales pipeline, process orders and raise invoices all in a single platform. Workbooks reports and dashboards give you the management insight you need and with our Web and Mobile App, plus Outlook and Google Apps integration it’s easy for users to adopt.

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